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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,744 | $185,856-81.3% | $170,028-79.6% | $139,456-75.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.96% | 60.52%-32.6pp | 53.39%-25.4pp | 373.45%-345.5pp |
| Employer contribution / active EE | $6,347 | $7,593-16.4% | $6,788-6.5% | $4,753+33.6% |
| Participant deferral / active EE | $15,466 | $11,623+33.1% | $10,409+48.6% | $6,711+130.4% |
| Admin fee / account holder | $1,302 | $15,387-91.5% | $12,820-89.8% | $11,407-88.6% |